View Direct Loan Application Component

Purpose: Use this document as a reference to view components of a DL application using ctcLink.

Audience:  Financial Aid staff

This QRG reviews the process to view data on the loan origination record.

View DL Application Component

Navigation:  Main Menu > Financial Aid > Loans > Direct Lending Management > Manage Direct Loan Application

  1. Search for a direct loan record by ID, National ID, or Last Name.
  2. Select the Search button.
  3. Select the student loan record record to be reviewed.
Find an Existing Value Tab

The Application Bio/Demo page is used to review and correct borrower information, student information, and parent information for PLUS loans.  This information comes from Campus Community as well from ISIR load information that the system populates on the Institutional Application pages.

The fields in the Borrower Information group box contain information regarding the borrower of the loan.    

For PLUS loans, the borrower is a parent or guardian of the student and is defined within the Relationships pages in Campus Community.

For Stafford or Grad PLUS loans, the borrower is also the student.

application bio demo tab
  1. Select the Application Misc Data tab.

Use the Application Misc Data page to process and review information pertaining to:

  • Student eligibility
  • Promissory note printing
  • Loan credit
application misc data
  1. Select the Application Financial tab.

Use the Application Financial page to review financial data and adjust the loan start, end, and certification dates.

  1. Select the Show following tabs button (The arrow after the Application Financial tab).
  2. Select the Application Acknowledgment tab.

Use the Application Acknowledgment page to review loan process status, loan origination outbound, and acknowledgment information.

Use this page to set and remove loans from Hold status.

Use these links to view:

  • Miscellaneous Loan Detail
  • Borrower Detail
  • Name Detail
  • Eligibility Detail
  • Student Detail
  • Address Detail information

The field values in the Anticipated tab are derived from the Origination record and Direct Loan Application component.

If the COD has sent an acknowledgment, the ACKNOWLEDGED and ORIGINATED sections are completed.

If your institution has not received an acknowledgment or the Origination is rejected, only the ORIGINATED section is complete.

  1. Select the Misc Loan Detail link.
  1. Use the Miscellaneous Loan Detail page to view additional direct lending origination and acknowledgment information regarding the disclosure print option for the loan.
  1. Select the Return link to go back to the Application Acknowledgment page.
  2. Select the Borrower Detail link.

Use the Borrower Detail page to view origination and acknowledged detail information for the borrower.

borrower detail
  1. Select the Return link.
  2. Select the Name Detail link.

Use the Name Detail page to view the origination and acknowledged name information for this loan.

name detail page
  1. Select the Return link.
  2. Select the Eligibility Detail link.

Use the Eligibility Detail page to view origination and acknowledged direct lending eligibility detail information.

loan eligibility detail page
  1. Select the Return link.
  2. Select the Student Detail link.

Use the Student Detail page to view origination and acknowledged detail information for the student.

student detail page
  1. Select the Return link.
  2. Select the Address Detail link.

Use the Address Detail page to view origination and acknowledged address information for the borrower.

address detail page
  1. Select the Return link.
  2. Select the SULA link.

Use the SULA page to view special program data, program weeks and length, and other general SULA data.

SULA loan detail return link
  1. Select the Return link.

You have successfully viewed the DL application component to include the borrower bio/demo data tab, the miscellaneous borrower data tab, the financial data tab, and the loan application acknowledgment data tab.

End of Procedure.